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Cannell & Spears’s Duke Energy DUK Stock Holding History

Cannell & Spears’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Buy
3,476
+324
+10% +$40.5K 0.01% 307
2025
Q4 		$369K Sell
3,152
-5
-0.2% -$611 0.01% 325
2025
Q3 		$391K Buy
3,157
+45
+1% +$5.46K 0.01% 313
2025
Q2 		$367K Buy
3,112
+7
+0.2% +$826 0.01% 315
2025
Q1 		$379K Sell
3,105
-469
-13% -$53.5K 0.01% 305
2024
Q4 		$385K Buy
+3,574
New +$405K 0.01% 310

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cannell & Spears's DUK Position: Q1 2026 in Review

Cannell & Spears increased its Duke Energy (DUK) stake by 10% in Q1 2026, buying an estimated $40.5K and bringing the position to 3,476 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #307.

Cannell & Spears first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Cannell & Spears held 3,476 shares of Duke Energy worth $455K as of Q1 2026.
  • Cannell & Spears bought 324 Duke Energy shares in Q1 2026, an estimated $40.5K.
  • Duke Energy made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #307 holding.
  • Cannell & Spears first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.